Anic Equity¶
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Total return since start: 0.695 %¶
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Equity now: -----------------------------> 51786.75 Kr¶
Max Equity ever reached: ------------> 51912.9 Kr¶
Portfolio value: --------------------------> 48580.33 Kr¶
PnL: ---------------------------------------> -499.84 Kr¶
DD now: ---------------------------------> -0.243 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 16:41:51.386892'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.270000 | 3348.000000 | 169.400000 | 5.330000 | 3178.600002 |
| HMS Networks | 2 | 0.410000 | 783.200000 | 110.200000 | 16.370000 | 673.000000 |
| HEBA B | 70 | -3.110000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.680000 | 3538.580000 | 84.580000 | 2.450000 | 3453.999992 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | -0.090000 | 3416.800000 | 39.800000 | 1.180000 | 3377.000000 |
| Resurs Holding | 22 | -0.430000 | 607.420000 | 33.420000 | 5.820000 | 573.999998 |
| AcadeMedia | 12 | 1.780000 | 589.680000 | 32.680000 | 5.870000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.880000 | 384.400000 | 29.400000 | 8.280000 | 355.000000 |
| Swedbank A | 3 | 0.460000 | 592.050000 | 28.050000 | 4.970000 | 564.000000 |
| OEM International B | 7 | 0.640000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | -0.910000 | 543.000000 | 16.000000 | 3.040000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.360000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Securitas B | 6 | -1.290000 | 580.440000 | 10.440000 | 1.830000 | 570.000000 |
| Midsona B | 63 | 3.660000 | 588.420000 | 5.420000 | 0.930000 | 582.999984 |
| Corem Property Group B | 59 | -5.290000 | 581.150000 | 4.150000 | 0.720000 | 576.999999 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.450000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.920000 | 530.400000 | -1.600000 | -0.300000 | 532.000000 |
| Handelsbanken A | 5 | 0.560000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Fasadgruppen Group | 38 | 3.230000 | 4134.400000 | -5.400000 | -0.130000 | 4139.799990 |
| Sampo Oyj SDB | 7 | 1.390000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| Boozt | 12 | -2.160000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| CTEK | 13 | 0.310000 | 511.160000 | -22.840000 | -4.280000 | 533.999999 |
| Essity B | 2 | 2.730000 | 549.000000 | -25.000000 | -4.360000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.870000 | 569.000000 | -25.570000 | -4.300000 | 594.565215 |
| Beijer Electronics Group | 27 | 5.610000 | 3051.000000 | -31.800000 | -1.030000 | 3082.800006 |
| Essity A | 4 | 2.790000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | 0.790000 | 558.420000 | -54.580000 | -8.900000 | 612.999432 |
| OX2 | 22 | 0.500000 | 1775.400000 | -212.800000 | -10.700000 | 1988.199994 |
| Axfood | 15 | 1.800000 | 4072.500000 | -226.300000 | -5.260000 | 4298.800005 |
| Ovzon | 64 | -0.190000 | 3417.600000 | -576.800000 | -14.440000 | 3994.400000 |
| TOTAL | 48580.330000 | -499.840000 | -0.243% | 49080.164634 |
Updated:¶
'2023-01-30 16:42:04.669016'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
